
Market prices are set by marginal buyers and sellers, not consensus - explaining sudden volatility, liquidity shocks, rapid repricing and more.

Discover 8 powerful financial advisor analogies that simplify complex concepts, improve client communication, and build trust through storytelling.

A jargon-free crypto cheat sheet for financial advisors - covering Bitcoin, Ethereum, DeFi, taxes, risks, and how to answer common client questions

Explaining the stock market to clients can be challenging. Use these 8 simple analogies to help make these complex concepts more clear

Learn Warren Buffett’s key investing lessons that've made him great - from margin of safety and emotional discipline to buying great businesses during market fear

The volatility tax is the hidden cost of large market drawdowns. Learn how volatility damages compounding returns—and why defense matters.

Prospect theory explains why investors fear losses more than gains. Learn how loss aversion, ego, and the Babe Ruth Effect shape investment decisions.

Learn how to identify and mitigate common investor biases that can skew financial decisions and help improve your long-term investment outcomes.

A curated reading list for financial advisors featuring must-read books on investing, financial planning, practice management, and market history.

Mr. Market is Benjamin Graham’s metaphor for market emotion. Learn how Warren Buffett used it to stay disciplined through volatility.

Learn how the Keynesian Beauty Contest explains market moves driven by crowd psychology, expectations, and the Greater Fool Theory in financial markets.

A practical guide to the major behavioral biases that affect investor decisions—and how financial advisors can coach clients through volatility and emotion

Learn how the Kelly Criterion can help investors size positions, balance risk-reward, and improve long-term outcomes without risking devastating drawdowns